Zimmer Biomet HoldingsZBH

13F holders, Q2 2025 (June 30)
937holders −68
78new positions
146sold out
8famous investors
$91.21avg. 13F price*

At the end of Q2 2025, 937 institutions reported holding Zimmer Biomet Holdings Inc. (ZBH) in their 13F filings, down 68 from Q1 2025. 78 opened new positions and 146 sold out. The largest holders were Vanguard Group Inc. ($2.1B), Dodge & Cox ($2.0B) and BlackRock, Inc. ($1.5B). 8 famous investors held it, including Bill Nygren (0.6% of Harris Associates (Oakmark Funds)'s portfolio), John W. Rogers Jr. (0.3% of Ariel Investments's portfolio) and Mario Gabelli (0.2% of GAMCO Investors's portfolio).

Company
Zimmer Biomet Holdings Inc.
Sector
Health Care
CUSIP
98956P102
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 1,011Q1 2024Q2 2024: 1,008Q2 2024Q3 2024: 984Q3 2024Q4 2024: 1,031Q4 2024Q1 2025: 1,005Q1 2025Q2 2025: 937Q2 2025Q3 2025: 969Q3 2025Q4 2025: 949Q4 2025Q1 2026: 918Q1 2026Q2 2026: 911Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions78$1.0B
Exits146$602.6M

All 13F filers, Q1 2025 → Q2 2025: 24,843,990 shares bought and 16,899,451 shares sold, net +7,944,539 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 937 holders

Vanguard Group Inc. 0.03% Add +0.9% 23,251,295 $2.1B
Dodge & Cox 1.13% Add +12.9% 22,097,463 $2.0B
BlackRock, Inc. 0.03% Add +1.0% 16,115,412 $1.5B
T. Rowe Price Associates Inc. 0.15% Add +2.4% 14,796,604 $1.3B
State Street Corp. 0.03% Reduce -0.1% 8,748,246 $800.0M
Capital International Investors 0.11% New 6,772,287 $617.7M
American Century Companies Inc. 0.28% Add +8.7% 5,709,370 $520.8M
Geode Capital Management, LLC 0.03% Add +1.4% 5,124,776 $465.5M
Primecap Management Co. 0.34% Add +0.6% 4,710,830 $429.7M
Franklin Resources Inc. 0.11% Add +15.2% 4,673,860 $426.3M
Invesco Ltd. 0.07% Add +11.5% 4,606,591 $420.2M
Harris Associates (Oakmark Funds) 0.55% New 3,732,101 $340.4M
Ameriprise Financial Inc. 0.08% Reduce -18.3% 3,730,865 $340.3M
Van Eck Associates Corp. 0.35% Reduce -7.1% 3,394,531 $309.6M
Norges Bank 0.03% Add +16.4% 2,476,344 $225.9M
Dimensional Fund Advisors LP 0.05% Add +8.3% 2,229,976 $203.4M
Northern Trust Corp. 0.03% Reduce -5.0% 2,185,172 $199.3M
Morgan Stanley 0.01% Reduce -11.9% 1,838,284 $167.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +6.0% 1,833,921 $167.3M
Hotchkis & Wiley Capital Management LLC 0.48% Reduce -1.0% 1,629,187 $148.6M
Victory Capital Management Inc. 0.09% Add +1770.0% 1,541,193 $142.0M
Legal & General Group Plc 0.03% Reduce -12.8% 1,492,599 $136.1M
Equity Investment Corp. 2.90% Add +40.0% 1,453,204 $132.5M
Bank of New York Mellon Corp 0.02% Reduce -3.4% 1,429,665 $130.4M
AQR Capital Management 0.10% Add +276.6% 1,300,593 $118.6M
Bank of America Corp. 0.01% Add +7.8% 1,258,704 $114.8M
Charles Schwab Investment Management Inc. 0.02% Add +0.1% 1,255,315 $114.5M
Nuveen, LLC 0.03% Reduce -10.4% 1,234,715 $112.6M
UBS Group AG 0.02% Add +35.8% 1,109,965 $101.2M
Royal Bank of Canada 0.02% Add +144.1% 1,028,122 $93.8M
Camber Capital Management LP 12.71% Reduce -55.6% 1,000,000 $91.2M
JPMorgan Chase & Co. 0.01% Reduce -55.4% 928,902 $84.7M
Sound Shore Management Inc 2.88% Add +16.1% 927,258 $84.6M
Thrivent Financial for Lutherans 0.19% Add +8.6% 911,774 $83.2M
Pacer Advisors, Inc. 0.21% Add +8339.1% 861,465 $78.6M
Shapiro Capital Management LLC 3.00% Reduce -12.6% 749,888 $68.4M
Freestone Grove Partners LP 0.49% Reduce -14.8% 716,669 $65.4M
Deutsche Bank AG 0.02% Reduce -17.9% 708,199 $64.6M
Neuberger Berman Group LLC 0.05% Add +15.9% 706,618 $64.5M
Thompson Siegel & Walmsley LLC 1.08% Add +30.1% 704,037 $64.2M
Boston Trust Walden Corp 0.45% Add +45.0% 693,322 $63.2M
Boston Partners 0.07% Reduce -1.1% 681,921 $62.2M
California Public Employees Retirement System 0.04% Add +107.9% 666,049 $60.8M
Amundi 0.02% Reduce -38.6% 636,657 $59.5M
Raymond James Financial Inc. 0.02% Add +9.3% 649,446 $59.2M
Swiss National Bank 0.03% Add +6.7% 599,200 $54.7M
Causeway Capital Management LLC 0.83% Reduce -28.2% 578,238 $52.7M
Barclays PLC 0.02% Reduce -7.2% 523,797 $47.8M
Arrowstreet Capital, Limited Partnership 0.03% Add +8.9% 514,920 $47.0M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +1.1% 507,032 $46.2M
Magellan Asset Management Ltd 0.53% Add +16.8% 505,901 $46.1M
Woodline Partners LP 0.23% Add +0.1% 480,830 $43.9M
Goldman Sachs Group Inc. 0.01% Reduce -27.7% 470,409 $42.9M
Rhumbline Advisers 0.04% Add +7.0% 456,205 $41.6M
BNP Paribas Financial Markets 0.03% Add +2.6% 424,967 $38.8M
Douglas Lane & Associates, LLC 0.53% Reduce -5.0% 402,349 $36.7M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +7.4% 376,834 $34.4M
National Pension Service 0.03% Add +0.6% 376,548 $34.3M
HSBC Holdings PLC 0.02% Reduce -14.3% 373,505 $34.1M
California State Teachers Retirement System 0.03% Reduce -3.4% 344,906 $31.5M
Border to Coast Pensions Partnership Ltd 0.57% No change 338,358 $30.9M
CapitalatWork S.A. 0.92% Reduce -2.1% 331,087 $30.2M
Envestnet Asset Management Inc. 0.01% Add +2.0% 322,557 $29.4M
STRS Ohio 0.10% Reduce -5.9% 296,324 $27.0M
Eubel Brady & Suttman Asset Management Inc. 3.64% Add +22.3% 291,165 $26.6M
Manufacturers Life Insurance Company, The 0.02% Add +10.2% 286,013 $26.1M
Sei Investments Co. 0.03% Reduce -55.2% 280,401 $25.6M
DekaBank Deutsche Girozentrale 0.05% Add +0.1% 276,974 $25.4M
Lido Advisors, LLC 0.13% Add +1192.9% 273,087 $25.0M
Alliancebernstein L.P. 0.01% Reduce -17.9% 267,748 $24.4M
Bellevue Group AG 0.54% Reduce -8.1% 267,716 $24.4M
Ensign Peak Advisors, Inc 0.04% Add +136.6% 257,177 $23.5M
CANADA LIFE ASSURANCE Co 0.04% Reduce -1.3% 255,810 $23.4M
Ariel Investments 0.26% Reduce -15.6% 253,190 $23.1M
First Trust Advisors LP 0.02% Reduce -21.5% 249,669 $22.8M
Marshall Wace, LLP 0.03% Reduce -28.3% 249,483 $22.8M
Macquarie Group Ltd. 0.03% Reduce -1.1% 246,507 $22.5M
GAMCO Investors 0.22% Add +22.5% 245,955 $22.4M
Parkman Healthcare Partners LLC 2.54% Add +19.9% 240,395 $21.9M
Principal Financial Group Inc. 0.01% Reduce -2.9% 219,996 $20.1M
Deroy & Devereaux Private Investment Counsel Inc. 1.05% Reduce -0.1% 212,004 $19.3M
Speece Thorson Capital Group Inc. 3.75% Add +12.9% 201,810 $18.4M
Jones Financial Companies LLLP 0.01% Add +13.4% 194,784 $17.8M
State Board of Administration of Florida Retirement System 0.03% Add +0.8% 190,049 $17.3M
Wells Fargo & Company 0.00% Reduce -2.9% 186,925 $17.0M
Gradient Investments LLC 0.31% Reduce -1.1% 185,733 $16.9M
Point72 (DIFC) Ltd 1.26% Add +4.3% 173,287 $15.8M
Aberdeen Group plc 0.03% Add +9.9% 172,438 $15.7M
Citigroup Inc. 0.01% Reduce -12.5% 170,942 $15.6M
Alyeska Investment Group, L.P. 0.06% Reduce -81.0% 170,068 $15.5M
New York State Common Retirement Fund 0.02% Reduce -8.1% 166,965 $15.2M
New York State Teachers Retirement System 0.03% Add +0.5% 157,785 $14.4M
National Bank of Canada 0.01% Reduce -7.1% 151,964 $13.9M
PNC Financial Services Group, Inc. 0.01% Reduce -3.5% 149,003 $13.6M
Heritage Investors Management Corp. 0.43% Reduce -2.1% 148,581 $13.6M
Aviva PLC 0.03% Add +6.3% 147,811 $13.5M
Moore Capital Management, LP 0.27% Add +139.4% 138,730 $12.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.03% Add +37.3% 132,154 $12.1M
Brandywine Global Investment Management, LLC 0.08% Add +8.1% 130,341 $11.9M
Calamos Advisors LLC 0.07% Reduce -18.7% 130,324 $11.9M
State of Wisconsin Investment Board 0.03% Add +11.9% 127,374 $11.6M
Matrix Asset Advisors Inc. 1.17% Reduce -3.2% 126,923 $11.6M
Handelsbanken Fonder AB 0.04% Reduce -9.1% 125,815 $11.5M
Danske Bank A/S 0.03% Add +7.5% 124,017 $11.3M
Bank of Montreal 0.01% Reduce -22.2% 123,968 $11.3M
Janus Henderson Group PLC 0.01% Reduce -48.0% 123,618 $11.3M
Pictet Asset Management Holding SA 0.01% Add +4.0% 121,809 $11.1M
FMR LLC 0.00% Reduce -41.6% 120,359 $11.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% Reduce -4.1% 119,545 $10.9M
LPL Financial LLC 0.00% Reduce -2.4% 117,220 $10.7M
Man Group plc 0.02% Add +2617.9% 116,000 $10.6M
Prudential Financial Inc. 0.01% Add +8.0% 115,727 $10.6M
Gabelli Funds LLC 0.08% Add +4.1% 115,450 $10.5M
Minneapolis Portfolio Management Group, LLC 1.29% New 114,226 $10.4M
St Germain D J Co. Inc. 0.45% Add +11.6% 113,873 $10.4M
KLP Kapitalforvaltning As 0.04% Add +1.4% 113,044 $10.3M
South Dakota Investment Council 0.20% Add +36.8% 112,689 $10.3M
Korea Investment CORP 0.02% Add +12.5% 111,789 $10.2M
Trexquant Investment LP 0.12% New 111,664 $10.2M
QSM Asset Management Ltd 9.37% Add +36.1% 111,500 $10.2M
Capital International, Inc. 0.10% New 109,041 $9.9M
M&G PLC 0.06% Add +18.1% 106,970 $9.7M
Illinois Municipal Retirement Fund 0.13% Add +47.2% 106,199 $9.7M
Thomasville National Bank 0.66% Add +3.0% 105,805 $9.7M
Chevy Chase Trust Holdings, LLC 0.03% Add +0.1% 105,613 $9.6M
APG Asset Management N.V. 0.03% Add +0.8% 118,839 $9.2M
Oak Family Advisors, LLC 3.31% Add +24.4% 100,358 $9.2M
Storebrand Asset Management As 0.03% Add +1.0% 100,046 $9.1M
Stifel Financial Corp. 0.01% Add +4.6% 96,243 $8.8M
Leeward Investments, LLC - MA 0.47% Add +2.0% 96,140 $8.8M
ICICI Prudential Asset Management Co Ltd 1.07% Add +10.6% 93,999 $8.6M
Treasurer of the State of North Carolina 0.03% Add +2.0% 92,505 $8.4M
Oak Associates Ltd. 0.54% Add +4.3% 89,935 $8.2M
Invenomic Capital Management LP 0.46% New 89,088 $8.1M
Gotham Asset Management 0.05% Add +301.9% 88,969 $8.1M
Sector Gamma As 2.64% Reduce -22.0% 88,631 $8.1M
Sequoia Financial Advisors, LLC 0.06% Add +492.4% 87,885 $8.0M
Royal London Asset Management Ltd. 0.02% Reduce -8.6% 85,690 $7.8M
Mitsubishi UFJ Trust & Banking Corp 0.02% Reduce -1.7% 85,408 $7.8M
US Bancorp \de 0.01% Reduce -2.9% 84,518 $7.7M
Asset Management One Co., Ltd. 0.02% Reduce -0.5% 83,139 $7.6M
Natixis Advisors, LLC 0.01% Add +6.5% 81,233 $7.4M
Wedge Capital Management L L P 0.13% Reduce -13.2% 81,177 $7.4M
Toronto Dominion Bank 0.02% Reduce -6.6% 80,255 $7.3M
Olstein Capital Management, L.P. 1.33% Reduce -2.5% 78,000 $7.1M
Cerity Partners LLC 0.01% Add +93.6% 76,785 $7.0M
Mn Services Vermogensbeheer B.V. 0.05% No change 75,600 $6.9M
TD Asset Management Inc 0.01% Reduce -5.3% 74,019 $6.8M
Reinhart Partners, Llc. 0.23% Reduce -8.1% 73,795 $6.7M
KLCM Advisors, Inc. 0.71% Reduce -2.5% 72,994 $6.7M
Mackenzie Financial Corp. 0.01% Add +6.5% 70,720 $6.5M
Resona Asset Management Co.,Ltd. 0.03% Add +5.7% 67,915 $6.2M
Voya Investment Management LLC 0.01% Reduce -5.2% 66,572 $6.1M
Debussy Capital Management LP 0.91% Add +2.0% 66,215 $6.0M
Public Employees Retirement System of Ohio 0.02% Add +0.7% 66,064 $6.0M
Nomura Asset Management Co. Ltd. 0.02% Add +0.7% 65,162 $5.9M
Providence Capital Advisors, LLC 1.09% Add +15.4% 65,100 $5.9M
Nisa Investment Advisors, LLC 0.03% Add +1.6% 64,323 $5.9M
NorthCoast Asset Management LLC 0.03% Add +2.1% 64,389 $5.9M
Easterly Investment Partners LLC 0.42% Reduce -3.4% 64,236 $5.9M
State of New Jersey Common Pension Fund D 0.02% No change 63,890 $5.8M
Auxier Asset Management LLC 0.85% Reduce -0.4% 63,728 $5.8M
Bryn Mawr Trust Advisors, LLC 0.32% Add +9.0% 63,242 $5.8M
Hourglass Capital, LLC 1.42% Reduce -6.7% 62,930 $5.7M
Lansforsakringar Fondforvaltning AB (publ) 0.03% Reduce -9.1% 61,284 $5.6M
Squarepoint Ops LLC 0.01% Add +780.7% 59,614 $5.4M
NorthCrest Asset Manangement, LLC 0.15% Add +1.3% 57,964 $5.4M
Kempner Capital Management Inc. 2.86% Add +47.7% 58,496 $5.3M
Arizona State Retirement System 0.03% Add +0.4% 57,825 $5.3M
Northside Capital Management, LLC 0.40% New 57,362 $5.2M
State of Michigan Retirement System 0.03% Add +4.1% 56,215 $5.1M
Hillman Capital Management, Inc. 2.77% Reduce -5.0% 55,598 $5.1M
Russell Investments Group, Ltd. 0.01% Reduce -33.4% 55,173 $5.0M
Callan Family Office, LLC 0.16% Add +198.5% 54,222 $4.9M
Live Oak Private Wealth LLC 0.73% Add +1.2% 53,977 $4.9M
Blackhill Capital Inc. 0.28% No change 53,850 $4.9M
Guggenheim Capital LLC 0.04% Add +2.6% 52,963 $4.8M
Corient Private Wealth LP 0.01% Reduce -10.6% 52,546 $4.8M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Reduce -50.1% 50,766 $4.6M
HighTower Advisors, LLC 0.01% Reduce -0.1% 50,696 $4.6M
MetLife Investment Management, LLC 0.03% Reduce -2.5% 50,412 $4.6M
Vestal Point Capital, LP 0.24% New 50,000 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +173.8% 47,268 $4.4M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.02% Add +6.6% 48,523 $4.4M
Czech National Bank 0.03% Add +5.8% 48,361 $4.4M
Country Club Bank 0.28% Add +34.3% 48,055 $4.4M
SG Americas Securities, LLC 0.02% Reduce -65.2% 47,298 $4.3M
USS Investment Management Ltd 0.03% Reduce -6.9% 46,992 $4.3M
Johnson Investment Counsel Inc. 0.04% Reduce -32.6% 46,854 $4.3M
Comerica Bank 0.02% Reduce -1.1% 45,689 $4.2M
Canada Pension Plan Investment Board 0.00% Reduce -70.1% 45,678 $4.2M
Inlet Private Wealth, LLC 1.00% Add +8.3% 44,715 $4.1M
State of Alaska, Department of Revenue 0.04% Add +89.8% 44,261 $4.0M
Covea Finance 0.14% Add +46.9% 42,600 $3.9M
Retirement Systems of Alabama 0.01% Reduce -0.8% 42,452 $3.9M
Skandinaviska Enskilda Banken AB (publ) 0.02% No change 42,083 $3.8M
IFM Investors Pty Ltd 0.04% Add +9.6% 41,199 $3.8M
Ieq Capital, LLC 0.02% New 41,024 $3.7M
Tidal Investments LLC 0.02% Add +40.4% 40,682 $3.7M
State of Tennessee, Department of Treasury 0.01% Reduce -54.1% 40,446 $3.7M
Commonwealth Equity Services, LLC 0.00% Reduce -24.9% 40,384 $3.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +10.7% 40,373 $3.7M
Cresset Asset Management, LLC 0.02% Reduce -6.9% 40,233 $3.7M
DAVENPORT & Co LLC 0.02% Add +3.0% 40,108 $3.7M
Y-Intercept (Hong Kong) Ltd 0.09% New 39,469 $3.6M
Baird Financial Group, Inc. 0.01% Reduce -24.7% 39,125 $3.6M
AMG National Trust Bank 0.09% Add +0.1% 39,020 $3.6M
Pathstone Holdings, LLC 0.01% Reduce -28.5% 38,506 $3.5M
Amalgamated Bank 0.03% Reduce -0.5% 38,462 $3.5M
Grandfield & Dodd, LLC 0.20% Reduce -16.4% 38,370 $3.5M
Wellington Management Group LLP 0.00% Add +2.9% 37,950 $3.5M
Meyer Handelman Co. 0.11% Reduce -3.4% 37,444 $3.4M
Swedbank AB 0.00% Add +77.7% 36,892 $3.4M
Two Sigma Advisers, LP 0.01% Reduce -26.5% 35,700 $3.3M
AXA S.A. 0.01% Reduce -50.9% 35,632 $3.2M
DNB Asset Management AS 0.01% Reduce -2.2% 35,433 $3.2M
ProShare Advisors LLC 0.01% Add +11.7% 35,250 $3.2M
Janney Montgomery Scott LLC 0.01% Add +37.0% 35,129 $3.2M
Monarch Capital Management Inc. 0.86% Add +2.0% 35,028 $3.2M
Abn Amro Investment Solutions 0.06% Reduce -46.3% 34,880 $3.2M
Nissay Asset Management Corp. /Japan 0.02% Add +0.8% 34,817 $3.2M
Capital International Sarl 0.06% New 34,648 $3.2M
Forsta Ap-Fonden 0.02% Reduce -49.9% 34,600 $3.2M
Richard Bernstein Advisors LLC 0.08% No change 33,710 $3.1M
Everett Harris & Co. 0.04% Reduce -0.8% 33,675 $3.1M
Swiss Life Asset Management Ltd 0.02% Reduce -3.1% 33,326 $3.0M
Captrust Financial Advisors 0.01% Add +22.3% 33,258 $3.0M
Corbyn Investment Management Inc. 1.36% Add +1.8% 33,047 $3.0M
Utah Retirement Systems 0.03% Reduce -0.7% 32,638 $3.0M
Dean Investment Associates, LLC 0.43% Add +4.6% 32,219 $2.9M
KCM Investment Advisors LLC 0.10% Reduce -1.5% 31,913 $2.9M
Creative Planning 0.00% Add +24.1% 31,445 $2.9M
Cohen Capital Management, Inc. 0.47% Reduce -7.4% 31,359 $2.9M
Occudo Quantitative Strategies LP 0.32% New 31,313 $2.9M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Reduce -18.2% 31,137 $2.8M
Mariner, LLC 0.00% Add +11.7% 30,651 $2.8M
DCF Advisers, LLC 1.34% Add +14.3% 30,650 $2.8M
Federation des caisses Desjardins du Quebec 0.01% Add +35.8% 30,591 $2.8M
Gilman Hill Asset Management, LLC 0.45% Add +4.3% 30,378 $2.8M
Bridge Creek Capital Management LLC 0.81% Add +12.3% 30,133 $2.7M
Police & Firemen's Retirement System of New Jersey 0.03% Add +4.3% 30,115 $2.7M
Teacher Retirement System of Texas 0.01% Add +3.1% 30,061 $2.7M
Daiwa Securities Group Inc. 0.01% Add +5.3% 29,889 $2.7M
Rodgers Brothers Inc. 0.34% Reduce -13.5% 29,691 $2.7M
New York Life Investment Management LLC 0.03% Add +0.0% 29,641 $2.7M
Allianz SE 0.06% No change 29,000 $2.6M
Yousif Capital Management, LLC 0.03% Reduce -2.4% 28,874 $2.6M
Xponance LLC 0.02% Add +3.7% 28,417 $2.6M
KBC Group NV 0.01% Reduce -2.9% 27,906 $2.5M
CIBC Asset Management Inc 0.01% Reduce -8.2% 27,720 $2.5M
Verition Fund Management LLC 0.02% Reduce -82.1% 27,635 $2.5M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.02% Add +12.3% 27,347 $2.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +7.9% 26,912 $2.5M
Truist Financial Corp. 0.00% Add +34.4% 26,819 $2.4M
Susquehanna International Group, LLP 0.00% Add +74.9% 26,342 $2.4M
John G Ullman & Associates Inc. 0.35% Reduce -14.3% 25,850 $2.4M
Osaic Holdings, Inc. 0.00% Add +13.1% 25,553 $2.4M
UniSuper Management Pty Ltd 0.02% Add +6.6% 25,603 $2.3M
Kennedy Capital Management LLC 0.06% Reduce -11.7% 25,595 $2.3M
FORA Capital, LLC 0.26% New 25,295 $2.3M
Cibc World Markets Corp. 0.01% Add +3.7% 24,894 $2.3M
Cwm, LLC 0.01% Add +203.4% 24,507 $2.2M
M&T Bank Corp 0.01% Reduce -5.5% 24,381 $2.2M
Quantinno Capital Management LP 0.01% Reduce -72.0% 24,261 $2.2M
Skylands Capital, LLC 0.32% Add +179.5% 23,861 $2.2M
Blair William & Co. 0.01% Reduce -25.6% 23,831 $2.2M
Brown Advisory Inc. 0.00% Add +80.0% 23,718 $2.2M
Maxi Investments CY Ltd 0.36% New 23,700 $2.2M
MML Investors Services, LLC 0.01% Reduce -31.9% 23,560 $2.1M
Elo Mutual Pension Insurance Co 0.04% Reduce -1.1% 23,492 $2.1M
Hills Bank & Trust Co 0.13% Reduce -2.6% 23,429 $2.1M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Reduce -0.3% 23,169 $2.1M
Mercer Global Advisors Inc. 0.00% Add +23.1% 23,107 $2.1M
ASR Vermogensbeheer N.V. 0.03% Reduce -0.4% 22,923 $2.1M
Sit Investment Associates Inc. 0.04% Reduce -43.7% 22,907 $2.1M
Mutual of America Capital Management LLC 0.02% Reduce -2.0% 22,733 $2.1M
Allianz Asset Management GmbH 0.00% Reduce -58.6% 22,641 $2.1M
Cetera Investment Advisers 0.00% Reduce -5.6% 22,531 $2.1M
Auto-Owners Insurance Co 0.05% Reduce -67.1% 22,350 $2.0M
&partners 0.02% Add +52.2% 22,130 $2.0M
Oppenheimer & Co. Inc. 0.03% Reduce -6.8% 22,077 $2.0M
Independent Advisor Alliance 0.06% Add +6.7% 22,002 $2.0M
Capital International Ltd. 0.08% New 22,001 $2.0M
Greatmark Investment Partners, Inc. 0.25% Add +4.0% 21,540 $2.0M
OP Asset Management Ltd 0.03% Add +1.1% 21,334 $1.9M
Exchange Capital Management, Inc. 0.29% Reduce -22.4% 21,301 $1.9M
Focus Partners Wealth 0.00% Add +25.3% 21,252 $1.9M
Rafferty Asset Management, LLC 0.01% Add +13.5% 20,918 $1.9M
Uncommon Cents Investing LLC 0.51% Add +1.0% 20,903 $1.9M
Bank of Nova Scotia 0.00% Reduce -81.2% 20,685 $1.9M
Ally Financial Inc. 0.21% Add +42.9% 20,000 $1.8M
Koss-Olinger Consulting, LLC 0.15% Reduce -2.6% 19,841 $1.8M
Wesbanco Bank Inc. 0.05% Reduce -1.6% 19,699 $1.8M
Roberts Wealth Advisors, LLC 0.50% Add +4.1% 19,252 $1.8M
Mattson Financial Services, LLC 0.47% Reduce -3.1% 19,036 $1.7M
iA Global Asset Management Inc. 0.03% Add +54.5% 18,950 $1.7M
Logan Capital Management Inc. 0.08% No change 18,500 $1.7M
Rathbones Group PLC 0.01% Reduce -0.6% 18,493 $1.7M
Studio Investment Management LLC 0.34% Add +1.2% 18,385 $1.7M
Public Employees Retirement Association of Colorado 0.01% Reduce -2.7% 18,406 $1.7M
Leonteq Securities AG 0.10% Add +268.6% 18,200 $1.7M
Synovus Financial Corp. 0.02% Reduce -9.5% 18,191 $1.7M
Cibc World Market Inc. 0.00% Reduce -3.1% 18,037 $1.6M
Sterling Capital Management LLC 0.02% Add +14.3% 17,896 $1.6M
Nordea Investment Management AB 0.00% Add +7.3% 17,839 $1.6M
Empowered Funds, LLC 0.02% Add +271.1% 17,709 $1.6M
Dean Capital Management 0.66% Add +5.7% 17,568 $1.6M
Oregon Public Employees Retirement Fund 0.03% No change 17,102 $1.6M
Heritage Trust Co 0.18% Reduce -4.2% 17,076 $1.6M
Commerce Bank 0.01% Reduce -12.8% 17,005 $1.6M
NEOS Investment Management LLC 0.02% Add +26.6% 16,962 $1.5M
Round Hill Asset Management 1.04% Reduce -0.3% 16,849 $1.5M
Barnes Dennig Private Wealth Management LLC 1.84% Add +0.4% 16,820 $1.5M
CIBC Private Wealth Group LLC 0.00% Reduce -3.2% 16,489 $1.5M
Assetmark, Inc. 0.00% Add +83.0% 16,454 $1.5M
LSV Asset Management 0.00% Add +320.9% 16,416 $1.5M
Tredje AP-fonden 0.01% No change 16,253 $1.5M
Mediolanum International Funds Ltd 0.02% New 16,163 $1.5M
HB Wealth Management, LLC 0.01% Reduce -15.0% 16,171 $1.5M
Gries Financial LLC 0.27% Add +108.2% 16,148 $1.5M
Fifth Third Bancorp 0.01% Reduce -9.5% 15,827 $1.4M
Sanctuary Advisors, LLC 0.01% Add +17.2% 15,771 $1.4M
Teachers Retirement System of the State of Kentucky 0.01% Add +1.4% 15,585 $1.4M
Public Sector Pension Investment Board 0.01% Reduce -44.1% 15,242 $1.4M
Central Pacific Bank - Trust Division 0.18% Add +5.9% 15,175 $1.4M
Nicholas Hoffman & Company, LLC. 0.04% Add +53.7% 15,155 $1.4M
Missouri Trust & Investment Co 0.44% Add +20.7% 14,805 $1.4M
Banque Cantonale Vaudoise 0.05% Add +21.0% 14,489 $1.3M
Sandhill Capital Partners LLC 0.09% No change 14,395 $1.3M
Mairs & Power Inc. 0.01% Reduce -1.2% 14,280 $1.3M
Jain Global LLC 0.02% Reduce -67.5% 14,251 $1.3M
Generali Asset Management SPA SGR 0.03% Add +16.9% 14,110 $1.3M
Alberta Investment Management Corp 0.01% New 14,100 $1.3M
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.4% 13,894 $1.3M
Private Advisor Group, LLC 0.01% Reduce -2.2% 13,775 $1.3M
Mizuho Securities USA LLC 0.03% — 13,680 $1.2M
Belpointe Asset Management LLC 0.05% Reduce -0.0% 13,435 $1.2M
Candriam S.C.A. 0.01% Reduce -27.0% 13,302 $1.2M
Premier Path Wealth Partners, LLC 0.17% Add +5.6% 13,166 $1.2M
Keybank National Association 0.00% Reduce -8.4% 13,106 $1.2M
Choreo, LLC 0.02% Add +3.7% 12,913 $1.2M
Citizens & Northern Corp. 0.32% Add +2.3% 12,908 $1.2M
Brandes Investment Partners, LP 0.01% Add +26.9% 12,765 $1.2M
Kentucky Retirement Systems 0.03% Reduce -6.2% 12,692 $1.2M
First Western Trust Bank 0.05% Reduce -0.1% 12,636 $1.2M
Vinva Investment Management Ltd 0.03% Add +42.9% 12,514 $1.1M
Associated Banc-Corp 0.03% Reduce -7.5% 12,466 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Reduce -96.5% 12,434 $1.1M
Valeo Financial Advisors, LLC 0.03% Reduce -13.5% 12,409 $1.1M
Kintegral Advisory, LLC 0.10% Reduce -0.1% 12,315 $1.1M
Robeco Institutional Asset Management B.V. 0.00% Reduce -46.2% 12,238 $1.1M
D.A. Davidson & Co. 0.01% Reduce -2.3% 12,225 $1.1M
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -22.3% 12,194 $1.1M
Millennium Management 0.00% Reduce -98.2% 12,109 $1.1M
Crossmark Global Holdings, Inc. 0.02% Reduce -6.2% 12,062 $1.1M
Schroder Investment Management Group 0.00% Reduce -14.6% 12,011 $1.1M
United Bank 0.42% Add +10.7% 11,896 $1.1M
Hartford Investment Management Co. 0.03% Reduce -2.2% 11,878 $1.1M
Crawford Investment Counsel Inc. 0.02% Reduce -4.7% 11,877 $1.1M
Wilmington Savings Fund Society, FSB 0.02% Reduce -7.0% 11,796 $1.1M
Scotia Capital Inc. 0.01% Reduce -3.1% 11,743 $1.1M
Claret Asset Management Corp 0.14% Add +5.8% 11,718 $1.1M
Ardent Capital Management, Inc. 0.51% Reduce -0.2% 11,715 $1.1M
Cornerstone National Bank & Trust Co 0.45% Add +7.4% 11,453 $1.0M
Camelot Portfolios, LLC 0.62% Reduce -1.7% 11,394 $1.0M
Metis Global Partners, LLC 0.03% Reduce -22.0% 11,142 $1.0M
Oppenheimer Asset Management Inc. 0.01% Reduce -0.3% 10,886 $993K
Brown Financial Advisors 0.39% Add +0.6% 10,858 $990K
Liontrust Investment Partners LLP 0.01% No change 10,784 $984K
Gulf International Bank (UK) Ltd 0.03% No change 10,788 $983K
Dakota Wealth Management 0.02% Add +9.5% 10,721 $978K
Parallax Volatility Advisers, L.P. 0.05% Add +154.7% 10,692 $975K
Galibier Capital Management Ltd. 0.29% No change 10,484 $956K
Moody National Bank Trust Division 0.09% New 10,427 $951K
Louisiana State Employees Retirement System 0.02% Reduce -2.8% 10,400 $949K
JARISLOWSKY, FRASER Ltd 0.01% No change 10,250 $935K
Securian Asset Management, Inc. 0.03% Reduce -1.9% 10,240 $934K
Scientech Research LLC 0.23% New 10,094 $921K
CSS LLC 0.17% Reduce -5.6% 9,907 $904K
Atria Investments, Inc 0.01% Add +5.1% 9,648 $880K
Norinchukin Bank, The 0.01% Add +7.0% 9,605 $876K
Ramsay, Stattman, Vela & Price, Inc. 0.16% Reduce -6.9% 9,526 $869K
Glenmede Investment Management, LP 0.00% — 9,506 $867K
Welch & Forbes LLC 0.01% Reduce -0.5% 9,444 $861K
First Community Trust NA 0.70% Reduce -2.6% 9,382 $856K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -9.3% 9,328 $853K
New Mexico Educational Retirement Board 0.03% No change 9,322 $850K
Maryland State Retirement & Pension System 0.02% No change 9,260 $845K
E. Ohman J:or Asset Management AB 0.02% No change 9,250 $844K
Brookstone Capital Management 0.01% Add +7.5% 9,227 $842K
Arnhold LLC 0.08% No change 9,190 $838K
Farther Finance Advisors, LLC 0.02% Add +25.3% 9,145 $834K
Humankind Investments LLC 0.20% Add +27.7% 9,024 $823K
Allspring Global Investments Holdings, LLC 0.00% Reduce -99.5% 8,699 $818K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.9% 8,898 $812K
Roberts Glore & Co. Inc. 0.24% Add +5.8% 8,882 $810K
BI Asset Management Fondsmaeglerselskab A/S 0.01% Add +39.0% 8,884 $810K
Legal Advantage Investments, Inc. 0.38% No change 8,860 $808K
Stratos Wealth Partners, LTD. 0.01% Reduce -2.7% 8,651 $789K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -9.4% 8,644 $788K
Romano Brothers and Company 0.10% Reduce -5.0% 8,529 $778K
Canada Post Corp Registered Pension Plan 0.05% New 8,435 $769K
Meridian Wealth Management, LLC 0.03% Reduce -0.0% 8,360 $763K
CW Advisors, LLC 0.01% Add +164.3% 8,253 $753K
Farmers & Merchants Investments Inc. 0.02% Reduce -6.8% 8,155 $744K
Vident Advisory, LLC 0.01% Reduce -42.2% 8,149 $743K
Cary Street Partners Financial LLC 0.02% Reduce -5.1% 8,085 $737K
Beacon Pointe Advisors, LLC 0.01% Reduce -7.8% 8,027 $732K
St. Louis Trust Co 0.10% No change 7,954 $725K
Healthcare of Ontario Pension Plan Trust Fund 0.00% Add +232.6% 7,892 $720K
SummitTX Capital, L.P. 0.03% New 7,775 $709K
Outfitters Financial LLC 0.60% Add +0.9% 7,690 $701K
Intech Investment Management LLC 0.01% Reduce -36.0% 7,640 $697K
Wealthspire Advisors, LLC 0.00% Reduce -1.1% 7,562 $690K
Grace & White Inc. 0.13% No change 7,500 $684K
OMERS ADMINISTRATION Corp 0.01% No change 7,456 $680K
Azzad Asset Management Inc. 0.07% Add +2.8% 7,437 $678K
Assenagon Asset Management S.A. 0.00% Reduce -74.1% 7,434 $678K
1ST Source Bank 0.04% Add +4.2% 7,393 $674K
Empirical Finance, LLC 0.04% Add +0.6% 7,387 $674K
TOWER TRUST & INVESTMENT Co 0.48% Reduce -1.1% 7,376 $673K
Avantax Advisory Services, Inc. 0.00% Reduce -3.5% 7,263 $662K
Stephens Inc. 0.01% Add +19.1% 7,223 $659K
Horizon Investments, LLC 0.01% Add +150.8% 7,169 $654K
Quest Investment Management LLC 0.07% New 7,152 $652K
Anchor Investment Management, LLC 0.06% Reduce -28.3% 7,149 $652K
Raiffeisen Bank International AG 0.01% Reduce -58.0% 6,989 $649K
Modera Wealth Management, LLC 0.01% Reduce -1.8% 7,109 $648K
Kestra Advisory Services, LLC 0.00% Add +4.6% 7,104 $648K
First Manhattan Co. Llc. 0.00% Reduce -4.4% 7,053 $645K
Erste Asset Management GmbH 0.01% Add +11592.7% 6,431 $626K
Daymark Wealth Partners, LLC 0.02% Reduce -2.8% 6,832 $623K
Jefferies Financial Group Inc. 0.01% Reduce -76.1% 6,800 $620K
Mill Capital Management, LLC 0.05% No change 6,761 $617K
Fiduciary Trust Co 0.01% Reduce -3.9% 6,724 $613K
Ar Asset Management Inc. 0.14% No change 6,700 $611K
IRON Financial LLC 0.32% Reduce -0.3% 6,676 $609K
Trust Co. of Toledo NA 0.07% Reduce -8.2% 6,600 $602K
Bridgewater Associates 0.00% Reduce -23.0% 6,561 $598K
Merit Financial Group, LLC 0.01% Add +76.8% 6,527 $595K
Dynamic Technology Lab Private Ltd 0.08% New 6,501 $593K
Bahl & Gaynor LLC 0.00% Reduce -0.9% 6,485 $591K
J. Safra Sarasin Holding AG 0.01% Reduce -51.0% 6,429 $586K
Larson Financial Group LLC 0.02% Add +9.9% 6,338 $578K
World Investment Advisors 0.01% Reduce -5.1% 6,316 $576K
Northwestern Mutual Investment Management Company, LLC 0.01% Reduce -0.3% 6,311 $576K
Bradley Foster & Sargent Inc. 0.01% Add +1.1% 6,297 $574K
Summit Financial, LLC 0.01% Add +190.5% 6,248 $571K
Farringdon Capital, Ltd. 0.19% New 6,259 $571K
Ethic Inc. 0.01% Reduce -7.8% 6,208 $568K
First American Bank 0.04% New 6,215 $567K
Lowe Brockenbrough & Co. Inc. 0.03% Add +14.8% 6,161 $562K
QRG Capital Management, Inc. 0.00% Reduce -9.5% 6,130 $559K
Generali Investments CEE, investicni spolecnost, a.s. 0.05% No change 6,100 $556K
Tokio Marine Asset Management Co. Ltd. 0.02% Add +6.3% 6,083 $555K
Paladin Wealth, LLC 0.43% Add +4.1% 6,069 $554K
HM Payson & Co. 0.01% Reduce -11.3% 6,061 $553K
Daiichi Life Insurance Co., Ltd. 0.02% No change 6,054 $552K
Tiaa Trust, National Association 0.00% Reduce -1.4% 6,052 $552K
Park Avenue Securities LLC 0.01% New 6,034 $550K
Culbertson A N & Co. Inc. 0.08% No change 5,998 $547K
V-Square Quantitative Management LLC 0.07% Add +3.4% 5,972 $545K
Nicolet Bankshares Inc. 0.09% Add +9.3% 5,789 $528K
Birch Hill Investment Advisors LLC 0.02% Reduce -4.2% 5,742 $524K
Glenview Trust Co 0.01% Add +1.3% 5,706 $520K
Huntington National Bank 0.00% Reduce -8.4% 5,660 $516K
Snowden Capital Advisors LLC 0.02% Add +13.6% 5,635 $515K
Courier Capital LLC 0.03% Reduce -1.4% 5,590 $510K
Welch Group, LLC 0.02% Add +6.6% 5,550 $506K
Steward Partners Investment Advisory, LLC 0.00% Reduce -31.0% 5,546 $506K
B. Metzler seel. Sohn & Co. AG 0.00% Reduce -27.5% 5,525 $504K
Community Bank & Trust, Waco, Texas 0.11% Reduce -0.9% 5,475 $499K
Forum Financial Management, LP 0.01% Add +18.9% 5,423 $495K
Peddock Capital Advisors, LLC 0.11% Reduce -20.9% 5,420 $494K
Rovin Capital /Ut/ 0.15% Add +12.0% 5,405 $493K
Kentucky Retirement Systems Insurance Trust Fund 0.03% Reduce -6.5% 5,386 $491K
Wahed Invest LLC 0.07% Add +3.9% 5,384 $491K
MQS Management LLC 0.27% New 5,376 $490K
Tocqueville Asset Management L.P. 0.01% No change 5,300 $483K
Shell Asset Management Co. 0.02% Add +112.3% 5,275 $481K
Gateway Investment Advisers LLC 0.01% Reduce -0.7% 5,241 $478K
Rothschild Investment LLC 0.03% Reduce -5.3% 5,239 $478K
Midwest Trust Co 0.01% — 5,210 $475K
Brighton Jones LLC 0.01% Add +174.9% 5,202 $474K
Clearstead Advisors, LLC 0.01% Add +13.4% 5,183 $473K
Legacy Capital Wealth Partners, LLC 0.11% Reduce -3.0% 5,137 $469K
Busey Bank 0.01% Reduce -0.6% 5,090 $464K
SVB Wealth LLC 0.02% Reduce -19.3% 5,068 $462K
Applied Finance Capital Management, LLC 0.03% New 4,882 $445K
Jacobs & Co. 0.04% Reduce -45.1% 4,879 $445K
Wealthfront Advisers LLC 0.00% Add +28.2% 4,877 $445K
GF Fund Management Co. LTD. 0.01% Reduce -0.7% 4,867 $444K
Brevan Howard Capital Management LP 0.00% New 4,838 $441K
Investment Management Corp of Ontario 0.01% Reduce -14.3% 4,806 $438K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.08% No change 4,800 $438K
Resonant Capital Advisors, LLC 0.03% Add +8.0% 4,771 $436K
Capital Group Investment Management Pte. LTD. 0.08% New 4,777 $436K
Tectonic Advisors LLC 0.03% Add +6.8% 4,747 $433K
Penserra Capital Management LLC 0.01% Add +39.9% 4,733 $431K
First Eagle Investment Management, LLC 0.00% Add +11.8% 4,725 $431K
Sound View Wealth Advisors Group, LLC 0.03% Reduce -48.8% 4,702 $429K
Orion Porfolio Solutions, LLC 0.00% New 4,670 $426K
Highline Wealth Partners LLC 0.13% Reduce -0.1% 4,635 $423K
Legacy Wealth Asset Management, LLC 0.11% Reduce -1.1% 4,564 $416K
United Capital Financial Advisors, LLC 0.00% Reduce -17.3% 4,548 $415K
Ossiam 0.00% Reduce -35.6% 4,537 $414K
Secured Retirement Advisors, LLC 0.25% New 4,525 $413K
Fisher Asset Management 0.00% Reduce -1.8% 4,490 $410K
Focus Partners Advisor Solutions, LLC 0.01% Add +128.8% 4,473 $408K
Rice Hall James & Associates, LLC 0.02% Reduce -7.9% 4,461 $407K
O'shaughnessy Asset Management, LLC 0.00% Reduce -45.5% 4,426 $404K
Clifford Swan Investment Counsel LLC 0.01% Reduce -1.3% 4,412 $402K
Mufg Securities Americas Inc. 0.03% Add +24.4% 4,385 $400K
BLB&B Advisors, LLC 0.02% Reduce -2.2% 4,375 $399K
APG Asset Management US Inc. 0.00% No change 4,209 $396K
Pettee Investors, Inc. 0.24% Reduce -2.3% 4,337 $396K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +0.3% 4,330 $395K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -23.3% 4,259 $388K
Ostrum Asset Management 0.02% Reduce -2.8% 4,244 $387K
UMB Bank, n.a. 0.01% Reduce -2.2% 4,243 $387K
Cim Investment Management Inc. 0.07% Reduce -0.4% 4,158 $379K
Vestcor Inc 0.01% Reduce -0.6% 4,135 $377K
Guyasuta Investment Advisors Inc. 0.02% Add +0.3% 4,133 $377K
Chicago Partners Investment Group LLC 0.01% Add +3.3% 3,865 $376K
Roman Butler Fullerton & Co. 0.11% Reduce -7.7% 3,845 $375K
Savant Capital, LLC 0.00% Add +1.5% 4,041 $369K
William B. Walkup & Associates, Inc. 0.22% No change 4,036 $368K
VeraBank, N.A. 0.07% New 3,993 $364K
Carnegie Lake Advisors LLC 0.14% Reduce -31.5% 3,972 $362K
Argent Trust Co 0.01% Reduce -5.0% 3,956 $361K
Connecticut Wealth Management, LLC 0.02% Reduce -0.4% 3,937 $359K
Duncker Streett & Co. Inc. 0.07% Reduce -1.5% 3,906 $356K
J.W. Cole Advisors, Inc. 0.01% Add +14.0% 3,906 $356K
Engineers Gate Manager LP 0.00% New 3,900 $356K
Magnetar Financial LLC 0.00% New 3,884 $354K
Pflug Koory, LLC 0.18% Add +4.9% 3,866 $353K
CI Investments Inc. 0.00% Reduce -2.5% 3,859 $352K
Petrus Trust Company, LTA 0.04% New 3,834 $350K
Aristotle Capital Management, LLC 0.00% No change 3,833 $350K
Cobblestone Capital Advisors LLC 0.02% Add +14.0% 3,807 $347K
Integrated Wealth Concepts LLC 0.00% New 3,785 $345K
Perbak Capital Partners LLP 0.08% New 3,718 $339K
Mgo One Seven LLC 0.01% Add +59.7% 3,717 $339K
Nicolet Advisory Services, LLC 0.03% Add +8.2% 3,718 $337K
Boltwood Capital Management 0.10% Reduce -2.9% 3,687 $336K
Ballentine Partners, LLC 0.01% Reduce -3.7% 3,648 $333K
Enterprise Bank & Trust Co 0.12% Add +6.3% 3,647 $333K
Capstone Investment Advisors, LLC 0.00% New 3,635 $332K
McMorgan & Co. LLC 0.05% Add +5.0% 3,598 $328K
North Star Asset Management Inc. 0.01% No change 3,580 $327K
Legacy Financial Advisors, Inc. 0.05% New 3,576 $326K
Bar Harbor Wealth Management 0.02% Reduce -6.8% 3,575 $326K
CSM Advisors, LLC 0.01% New 3,574 $326K
Money Concepts Capital Corp. 0.02% Add +1.2% 3,560 $325K
one8zero8, LLC 0.08% Add +1.4% 3,550 $324K
Eastern Bank 0.01% No change 3,540 $323K
Versor Investments LP 0.06% New 3,460 $316K
SYM FINANCIAL Corp 0.04% Add +71.8% 3,457 $315K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -19.8% 3,409 $311K
Pallas Capital Advisors LLC 0.01% New 3,361 $307K
Choate Investment Advisors 0.01% Add +2.1% 3,356 $306K
Prudential PLC 0.00% No change 3,354 $306K
Evercore Wealth Management, LLC 0.00% No change 3,342 $305K
Ferguson Wellman Capital Management, Inc. 0.01% No change 3,301 $301K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 3,283 $299K
E Fund Management Co., Ltd. 0.01% Reduce -0.9% 3,265 $298K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -49.2% 3,262 $297K
Montanova Capital, LLC 0.01% No change 3,260 $297K
Graypoint LLC 0.02% Reduce -8.7% 3,255 $297K
Nixon Peabody Trust Co. 0.02% Reduce -20.3% 3,250 $296K
Western Wealth Management, LLC 0.02% Reduce -0.5% 3,234 $295K
Regions Financial Corp. 0.00% Reduce -5.9% 3,197 $292K
Oak Thistle LLC 0.04% New 3,192 $291K
Park Edge Advisors, LLC 0.07% No change 3,171 $289K
Burns J W & Co. Inc. 0.04% Reduce -24.2% 3,164 $289K
Atlas Capital Advisors Inc. 0.04% No change 3,160 $288K
Silvercrest Asset Management Group LLC 0.00% Reduce -23.8% 3,154 $288K
NBT Bank, N.A. 0.02% Reduce -31.3% 3,148 $287K
Allworth Financial LP 0.00% Add +51.0% 3,119 $284K
Cornerstone Wealth Group, LLC 0.02% Reduce -2.3% 3,117 $284K
Rwa Wealth Partners, LLC 0.00% No change 3,085 $281K
Capital World Investors 0.00% New 3,084 $281K
Probity Advisors, Inc. 0.05% Reduce -0.7% 3,065 $280K
MAI Capital Management 0.00% Add +19.5% 3,056 $279K
Oarsman Capital, Inc. 0.04% Add +51.8% 3,053 $278K
Personal Cfo Solutions, LLC 0.05% Reduce -11.2% 2,971 $271K
Whittier Trust Co. of Nevada Inc. 0.01% Add +2.1% 2,965 $270K
Meridian Investment Counsel Inc. 0.07% No change 2,925 $267K
Neo Ivy Capital Management 0.08% New 2,907 $265K
AlphaQuest LLC 0.03% Reduce -43.7% 2,882 $263K
Costello Asset Management, INC 0.10% Reduce -69.6% 2,860 $261K
Cannell & Spears LLC 0.01% Reduce -2.4% 2,848 $260K
Stock Yards Bank & Trust Co. 0.01% Add +7.9% 2,841 $259K
Radnor Capital Management, LLC 0.04% No change 2,841 $259K
Walleye Capital LLC 0.00% Reduce -64.7% 2,822 $257K
CENTRAL TRUST Co 0.01% Reduce -5.1% 2,814 $257K
Siemens Fonds Invest GmbH 0.01% Add +20.1% 2,758 $252K
Vontobel Holding Ltd. 0.00% Reduce -2.2% 2,693 $246K
Community Bank, N.A. 0.03% No change 2,680 $244K
Estabrook Capital Management 0.04% Reduce -0.4% 2,670 $244K
LGT Fund Management Co Ltd. 0.02% No change 2,627 $240K
Sigma Planning Corp 0.01% Reduce -54.2% 2,612 $238K
GAMMA Investing LLC 0.01% Reduce -26.3% 2,582 $236K
Sittner & Nelson, LLC 0.09% Add +20.8% 2,575 $235K
Mesirow Financial Investment Management, Inc. 0.00% Reduce -12.5% 2,572 $235K
Bessemer Group Inc. 0.00% Reduce -14.9% 2,561 $234K
Field & Main Bank 0.08% No change 2,560 $233K
Aberdeen Wealth Management LLC 0.15% No change 2,554 $233K
Sivia Capital Partners, LLC 0.08% New 2,549 $232K
Integrated Advisors Network LLC 0.01% Reduce -15.1% 2,542 $232K
Profund Advisors LLC 0.01% Reduce -7.1% 2,527 $230K
Frank, Rimerman Advisors LLC 0.02% New 2,523 $230K
Alan B Lancz & Associates, Inc. 0.23% New 2,500 $228K
Supplemental Annuity Collective Trust of NJ 0.06% No change 2,500 $228K
Fifth Third Wealth Advisors LLC 0.01% Reduce -4.5% 2,493 $227K
Peapack Gladstone Financial Corp. 0.00% Reduce -12.5% 2,488 $227K
Apollon Wealth Management, LLC 0.00% Reduce -13.6% 2,482 $226K
Mystic Asset Management, Inc. 0.05% Reduce -3.3% 2,469 $225K
Lee Danner & Bass Inc. 0.02% Reduce -6.5% 2,461 $224K
Lanark Financial, Inc. 0.02% Add +39.1% 2,460 $224K
Perigon Wealth Management, LLC 0.01% Add +30.1% 2,452 $224K
Rise Advisors, LLC 0.09% Reduce -1.8% 2,451 $224K
Hancock Whitney Corp. 0.00% Reduce -28.2% 2,434 $222K
New Wave Wealth Advisors LLC 0.09% Add +16.8% 2,431 $222K
Kingswood Wealth Advisors, LLC 0.02% Reduce -6.9% 2,426 $221K
Rossmore Private Capital 0.03% Add +0.3% 2,398 $219K
Chapman Financial Group, LLC 0.18% — 2,389 $218K
Advisory Services Network, LLC 0.00% Add +28.1% 2,373 $217K
OneDigital Investment Advisors LLC 0.00% Reduce -0.0% 2,378 $217K
Essex Financial Services, Inc. 0.01% Add +7.6% 2,371 $216K
WealthShield Partners, LLC 0.03% Add +0.0% 2,359 $215K
Foster & Motley Inc. 0.01% New 2,356 $215K
Sompo Asset Management Co., Ltd. 0.04% Reduce -17.0% 2,350 $214K
River Wealth Advisors LLC 0.03% No change 2,326 $212K
King Luther Capital Management Corp. 0.00% No change 2,323 $212K
Kingsview Wealth Management, LLC 0.00% Reduce -1.0% 2,320 $212K
Trust Asset Management LLC 0.02% No change 2,316 $211K
Vantage Financial Partners, LLC 0.05% Add +0.3% 2,315 $211K
Trace Wealth Advisors, LLC 0.17% No change 2,300 $210K
MBB Public Markets I LLC 0.02% Reduce -19.1% 2,296 $209K
EverSource Wealth Advisors, LLC 0.01% Add +89.6% 2,283 $208K
Colonial Trust Co / SC 0.03% Reduce -4.2% 2,270 $207K
Livforsakringsbolaget Skandia, Omsesidigt 0.01% No change 2,230 $204K
denkapparat Operations GmbH 0.16% No change 2,232 $204K
Greenleaf Trust 0.00% Reduce -53.9% 2,231 $203K
Tower Research Capital LLC (TRC) 0.01% Reduce -58.3% 2,218 $202K
Goelzer Investment Management, Inc. 0.01% Reduce -8.7% 2,213 $202K
Am Investment Strategies LLC 0.05% Add +0.3% 2,204 $201K
First Bancorp, Inc 0.12% Reduce -3.3% 2,200 $201K
Ironwood Investment Counsel, LLC 0.03% Add +0.7% 2,194 $200K
GPS Wealth Strategies Group, LLC 0.02% No change 2,191 $200K
Federated Hermes, Inc. 0.00% Add +129.3% 2,132 $194K
Compagnie Lombard Odier SCmA 0.00% No change 2,100 $192K
Independence Bank of Kentucky 0.03% Reduce -22.3% 2,041 $186K
Hara Capital LLC 0.12% No change 2,040 $186K
Indiana Trust & Investment Management Co 0.06% Reduce -9.1% 1,999 $182K
Principal Securities, Inc. 0.00% Reduce -6.8% 1,987 $181K
IFP Advisors, Inc 0.01% Add +8.3% 1,947 $178K
Westpac Banking Corp. 0.01% No change 1,920 $175K
Ameritas Investment Partners, Inc. 0.01% Reduce -3.8% 1,867 $170K
Brown Brothers Harriman & Co. 0.00% Add +20.7% 1,781 $162K
Plato Investment Management Ltd 0.01% Add +0.1% 1,752 $159K
Trust Co. of Vermont 0.01% Reduce -2.8% 1,734 $158K
Brown, Lisle/Cummings, Inc. 0.04% No change 1,700 $155K
Exchange Traded Concepts, LLC 0.00% Add +20.1% 1,665 $152K
Group One Trading LLC 0.01% Reduce -17.7% 1,663 $152K
Tanglewood Legacy Advisors, LLC 0.06% No change 1,631 $149K
Bokf, NA 0.00% Reduce -23.6% 1,580 $144K
Global Retirement Partners, LLC 0.00% — 1,575 $144K
Ransom Advisory, Ltd 0.07% Reduce -18.0% 1,550 $141K
LRI Investments, LLC 0.01% Add +40.6% 1,538 $140K
Boit C F David 0.07% Reduce -34.8% 1,500 $137K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.04% Reduce -9.3% 1,465 $134K
Archer Investment Corp 0.03% No change 1,423 $130K
Creative Financial Designs Inc. 0.01% Add +77.3% 1,422 $130K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -3.5% 1,402 $128K
State of Wyoming 0.02% New 1,360 $124K
Parkside Financial Bank & Trust 0.01% Add +306.0% 1,356 $124K
Murphy & Mullick Capital Management Corp 0.10% No change 1,342 $123K
City State Bank 0.04% Reduce -5.6% 1,257 $115K
CX Institutional 0.00% Reduce -53.8% 1,160 $106K
Horizon Bancorp Inc. 0.05% Reduce -3.5% 1,145 $104K
Bruce G. Allen Investments, LLC 0.08% Add +30.1% 1,098 $100K
Private Trust Co. NA 0.01% Add +14.6% 1,073 $98K
Arax Advisory Partners 0.00% Add +429.7% 1,033 $94K
Signaturefd, LLC 0.00% Reduce -21.3% 1,024 $93K
Harbor Investment Advisory, LLC 0.01% Add +0.6% 964 $88K
Blue Trust, Inc. 0.00% Add +3.4% 953 $87K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -96.7% 880 $80K
Covestor Ltd 0.05% Add +659.1% 873 $80K
TD Private Client Wealth LLC 0.00% Reduce -3.8% 876 $80K
Atlantic Union Bankshares Corp 0.00% New 875 $80K
TCTC Holdings, LLC 0.00% Reduce -4.9% 848 $77K
Whittier Trust Co. 0.00% Add +49.5% 834 $76K
Crowley Wealth Management, Inc. 0.07% Reduce -85.0% 800 $73K
Citizens National Bank Trust Department 0.01% No change 800 $73K
Manchester Capital Management LLC 0.01% Reduce -5.8% 788 $72K
Ofi Invest Asset Management 0.00% New 910 $71K
NewEdge Advisors, LLC 0.00% Reduce -68.3% 761 $69K
Smartleaf Asset Management LLC 0.01% Add +2.0% 752 $69K
Geneos Wealth Management Inc. 0.00% Add +8.6% 709 $65K
Essential Partners LLC 0.03% — 695 $63K
Evermay Wealth Management LLC 0.01% Reduce -58.1% 678 $62K
FNY Investment Advisers, LLC 0.03% Add +72.5% 690 $62K
Boyd Watterson Asset Management LLC 0.02% No change 675 $62K
TFC Financial Management, Inc. 0.01% Reduce -0.9% 671 $61K
S.A. Mason LLC 0.03% Add +4.0% 650 $59K
Salem Investment Counselors Inc. 0.00% Add +1.1% 630 $58K
Parallel Advisors, LLC 0.00% Reduce -42.9% 624 $57K
DT Investment Partners, LLC 0.01% No change 610 $56K
Hazlett, Burt & Watson, Inc. 0.02% Reduce -20.5% 605 $55K
Sarver Vrooman Wealth Advisors 0.04% Reduce -18.4% 602 $55K
Kimelman & Baird, LLC 0.00% No change 600 $55K
MUFG Securities EMEA plc 0.00% Reduce -93.5% 586 $53K
Harbour Investments, Inc. 0.00% Reduce -6.0% 583 $53K
Golden State Wealth Management, LLC 0.01% Reduce -15.2% 574 $52K
Parvin Asset Management, LLC 0.05% No change 550 $50K
Optimum Investment Advisors 0.02% No change 550 $50K
CYBER HORNET ETFs LLC 0.04% New 544 $50K
Sentry Investment Management LLC 0.03% No change 528 $49K
LOM Asset Management Ltd 0.02% — 530 $48K
Acadian Asset Management LLC 0.00% No change 510 $46K
Advantage Trust Co 0.02% No change 500 $46K
Adirondack Trust Co. 0.02% No change 500 $46K
American National Bank & Trust 0.00% No change 490 $45K
True Wealth Design, LLC 0.01% Add +875.0% 468 $43K
Quarry LP 0.01% Add +331.8% 462 $42K
Hilltop National Bank 0.01% — 459 $42K
JNBA Financial Advisors 0.00% No change 435 $40K
Delta Asset Management LLC 0.00% Reduce -10.4% 430 $39K
GHP Investment Advisors, Inc. 0.00% No change 429 $39K
Foster Dykema Cabot & Partners, LLC 0.00% No change 425 $39K
Webster Bank, N. A. 0.00% No change 425 $39K
CoreFirst Bank & Trust 0.02% New 415 $38K
Headlands Technologies LLC 0.00% New 408 $37K
Armstrong Advisory Group, Inc. 0.00% No change 407 $37K
Kiker Wealth Management, LLC 0.02% No change 401 $37K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 400 $36K
Ancora Advisors LLC 0.00% Add +76.2% 400 $36K
Glen Eagle Advisors, LLC 0.01% No change 396 $36K
Clean Yield Group 0.01% No change 384 $35K
Smithfield Trust Co 0.00% Reduce -10.1% 358 $32K
Ramirez Asset Management, Inc. 0.00% Reduce -22.2% 350 $32K
First Horizon Advisors, Inc. 0.00% Reduce -8.2% 346 $32K
Accredited Wealth Management, LLC 0.03% No change 343 $31K
CoreCap Advisors, LLC 0.00% Reduce -10.4% 337 $31K
Cary Street Partners Investment Advisory LLC 0.01% Add +83.7% 327 $30K
Loomis Sayles & Co. L P 0.00% Reduce -18.7% 321 $29K
Avion Wealth 0.01% Reduce -3.0% 320 $29K
Pinnacle Bancorp, Inc. 0.01% Add +5.0% 312 $28K
Accent Capital Management, LLC 0.01% No change 307 $28K
Salomon & Ludwin, LLC 0.00% No change 295 $28K
Johnson Financial Group, Inc. 0.00% Reduce -55.6% 301 $28K
Deseret Mutual Benefit Administrators 0.01% No change 301 $27K
Tacita Capital Inc 0.02% No change 300 $27K
Kentucky Trust Co 0.02% Reduce -17.8% 300 $27K
Centennial Bank 0.01% No change 300 $27K
Piscataqua Savings Bank 0.02% No change 297 $27K
Bangor Savings Bank 0.00% No change 289 $26K
Broadwater Capital Management LLC 0.02% Add +7071.0% 25,242 $25K
North Star Investment Management Corp. 0.00% No change 260 $24K
Garde Capital, Inc. 0.00% No change 260 $24K
Creative Capital Management Investments LLC 0.01% No change 253 $23K
Westside Investment Management, Inc. 0.00% Add +69.0% 245 $22K
Oakworth Capital, Inc. 0.00% Add +20.0% 240 $22K
Tompkins Financial Corp. 0.00% Add +27.8% 230 $21K
Washington Trust Advisors, Inc. 0.00% Reduce -13.0% 228 $21K
Harbor Asset Planning, Inc. 0.02% — 226 $21K
Ritter Daniher Financial Advisory LLC / DE 0.01% No change 224 $20K
New England Capital Financial Advisors LLC 0.01% Add +0.5% 219 $20K
CNB Bank 0.01% No change 214 $20K
MJT & Associates Financial Advisory Group, Inc. 0.02% No change 213 $19K
Ameritas Advisory Services, LLC 0.00% New 201 $18K
Medallion Wealth Advisors, LLC 0.01% Add +203.1% 197 $18K
Hopwood Financial Services, Inc. 0.01% Reduce -33.3% 200 $18K
AdvisorNet Financial, Inc 0.00% Add +0.5% 191 $17K
TD Waterhouse Canada Inc. 0.00% Reduce -5.6% 185 $17K
Cromwell Holdings LLC 0.01% Reduce -6.5% 188 $17K
Hemington Wealth Management 0.00% Reduce -22.4% 191 $17K
Capital Advisors, Ltd. LLC 0.00% Add +120.5% 183 $17K
Financial Gravity Companies, Inc. 0.00% — 182 $17K
Abound Wealth Management 0.00% No change 180 $16K
Brooklyn Investment Group 0.00% Reduce -61.2% 179 $16K
Cullen/Frost Bankers, Inc. 0.00% Reduce -46.6% 174 $16K
Tortoise Investment Management, LLC 0.00% Add +4.2% 172 $16K
Financial Connections Group, Inc. 0.01% No change 169 $15K
2UniFi Bank 0.01% No change 161 $15K
Old Second National Bank of Aurora 0.00% No change 160 $15K
Elevation Point Wealth Partners, LLC 0.00% New 158 $14K
Winch Advisory Services, LLC 0.00% No change 150 $14K
MTM Investment Management, LLC 0.00% New 148 $13K
HHM Wealth Advisors, LLC 0.00% No change 144 $13K
Caitong International Asset Management Co., Ltd 0.01% New 143 $13K
Addison Advisors LLC 0.00% No change 140 $13K
Summit Securities Group LLC 0.00% New 133 $12K
Lazard Asset Management LLC 0.00% Add +418.5% 140 $12K
Tower View Wealth Management LLC 0.01% No change 130 $12K
Steph & Co. 0.00% No change 127 $12K
Strategic Wealth Partners, Ltd. 0.00% — 127 $12K
ORG Partners LLC 0.00% Add +144.0% 122 $11K
Bank of New Hampshire 0.00% No change 125 $11K
Prestige Wealth Management Group LLC 0.00% No change 121 $11K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 123 $11K
Coston, McIsaac & Partners 0.00% No change 124 $11K
Valley National Advisers Inc. 0.00% No change 131 $11K
Crewe Advisors LLC 0.00% No change 120 $11K
S&T Bank 0.00% No change 120 $11K
Bogart Wealth, LLC 0.00% Reduce -4.0% 120 $11K
Painted Porch Advisors LLC 0.00% No change 116 $11K
Millstone Evans Group, LLC 0.01% No change 114 $10K
BankPlus Trust Department 0.00% No change 112 $10K
Concord Wealth Partners 0.00% No change 111 $10K
CVA Family Office, LLC 0.00% Reduce -40.5% 110 $10K
Cheviot Value Management, LLC 0.00% No change 100 $10K
DHJJ Financial Advisors, Ltd. 0.00% New 107 $10K
JFS Wealth Advisors, LLC 0.00% Reduce -28.6% 105 $10K
Financial Perspectives, Inc 0.00% No change 105 $10K
Nvwm, LLC 0.00% Add +5.0% 105 $10K
HFM Investment Advisors, LLC 0.00% Add +1.0% 104 $9K
Plante Moran Financial Advisors, LLC 0.00% No change 103 $9K
Tradewinds Capital Management, LLC 0.00% No change 103 $9K
Pittenger & Anderson Inc. 0.00% No change 102 $9K
Aspect Partners, LLC 0.00% Reduce -1.9% 102 $9K
WFA of San Diego, LLC 0.01% — 100 $9K
VSM Wealth Advisory, LLC 0.00% No change 100 $9K
Mascoma Wealth Management LLC 0.00% Reduce -16.7% 100 $9K
ESL Trust Services, LLC 0.00% No change 100 $9K
Key Financial Inc 0.00% Reduce -30.8% 99 $9K
Wood Tarver Financial Group, LLC 0.00% No change 100 $9K
GW&K Investment Management, LLC 0.00% Reduce -10.3% 96 $9K
1620 Investment Advisors, Inc. 0.01% No change 98 $9K
High Note Wealth, LLC 0.00% No change 98 $9K
Zions Bancorporation, National Association 0.00% Reduce -76.7% 98 $9K
Tidemark, LLC 0.00% No change 97 $9K
Kessler Investment Group, LLC 0.00% No change 96 $9K
Red Tortoise LLC 0.00% Reduce -39.1% 95 $9K
Albion Financial Group 0.00% No change 90 $8K
Global X Japan Co., Ltd. 0.00% Reduce -32.1% 89 $8K
Spire Wealth Management 0.00% Reduce -99.5% 88 $8K
Grove Bank & Trust 0.00% Add +13.5% 84 $8K
SBI Securities Co., Ltd. 0.00% Add +127.0% 84 $8K
McIlrath & Eck, LLC 0.00% No change 82 $7K
Flagship Wealth Advisors, LLC 0.00% No change 80 $7K
Caldwell Trust Co 0.00% Reduce -7.0% 80 $7K
Evelyn Partners Investment Management LLP 0.00% No change 80 $7K
Peoples Financial Services Corp. 0.00% No change 80 $7K
Private Wealth Management Group, LLC 0.00% Reduce -36.4% 75 $7K
Chilton Capital Management LLC 0.00% Add +36.4% 75 $7K
Frazier Financial Advisors, LLC 0.00% No change 74 $7K
Jackson, Grant Investment Advisers, Inc. 0.00% No change 74 $7K
Asset Dedication, LLC 0.00% Reduce -67.2% 66 $6K
Team Financial Group, LLC 0.00% New 65 $6K
Scarborough Advisors, LLC 0.00% New 62 $6K
Consultiva Wealth Management, Corp. 0.02% No change 61 $6K
Meeder Asset Management Inc. 0.00% New 56 $5K
Smallwood Wealth Investment Management, LLC 0.00% No change 56 $5K
ROSS\JOHNSON & Associates LLC 0.10% No change 55 $5K
Curat Global, LLC 0.00% New 55 $5K
Bell Investment Advisors, Inc 0.00% Reduce -12.7% 55 $5K
Affinity Wealth LLC 0.00% No change 52 $5K
Cape Investment Advisory, Inc. 0.00% Reduce -49.0% 51 $5K
Olistico Wealth, LLC 0.00% New 50 $5K
Hollencrest Capital Management 0.00% No change 50 $5K
Fortis Group Advisors, LLC 0.00% No change 50 $5K
FSA Wealth Management LLC 0.00% No change 45 $4K
Princeton Global Asset Management LLC 0.00% Reduce -25.0% 45 $4K
1 North Wealth Services LLC 0.00% No change 44 $4K
Capital Analysts, LLC 0.00% No change 43 $4K
Howard Hughes Medical Institute 0.00% New 43 $4K
Rialto Wealth Management, LLC 0.00% Reduce -2.3% 42 $4K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -26.8% 41 $4K
Maryland Capital Advisors Inc. 0.00% No change 40 $4K
Main Street Group, LTD 0.00% No change 40 $4K
IAG Wealth Partners, LLC 0.00% No change 40 $4K
Heritage Wealth Advisors 0.00% No change 40 $4K
Security National Bank 0.00% No change 39 $4K
Fortitude Family Office, LLC 0.00% Add +46.1% 38 $3K
Whipplewood Advisors, LLC 0.00% Add +5.7% 37 $3K
First Financial Corp. 0.00% No change 37 $3K
NewSquare Capital LLC 0.00% Reduce -66.4% 37 $3K
Thompson Investment Management, Inc. 0.00% No change 35 $3K
Financial Network Wealth Advisors LLC 0.00% New 33 $3K
Navigoe, LLC 0.00% No change 40 $3K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -74.2% 41 $3K
Hanson & Doremus Investment Management 0.00% New 32 $3K
Hantz Financial Services, Inc. 0.00% Add +262.5% 29 $3K
Versant Capital Management, Inc 0.00% Reduce -98.4% 32 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 27 $3K
Center for Financial Planning, Inc. 0.00% No change 30 $3K
Hoese & Co LLP 0.00% No change 30 $3K
SOA Wealth Advisors, LLC. 0.00% No change 30 $3K
SouthState Bank Corp 0.00% No change 30 $3K
Glass Jacobson Investment Advisors llc 0.00% No change 27 $2K
Wolff Wiese Magana LLC 0.00% No change 25 $2K
MV Capital Management, Inc. 0.00% Reduce -59.7% 25 $2K
WPG Advisers, LLC 0.00% Reduce -21.9% 25 $2K
Slocum, Gordon & Co LLP 0.00% No change 25 $2K
Briaud Financial Planning Inc 0.00% New 30 $2K
PrairieView Partners, LLC 0.00% No change 25 $2K
DiNuzzo Private Wealth, Inc. 0.00% No change 21 $2K
PFS Partners, LLC 0.00% No change 21 $2K
Barrett & Company, Inc. 0.00% No change 20 $2K
Strategic Investment Solutions, Inc. 0.00% New 20 $2K
Rosenberg Matthew Hamilton 0.00% New 20 $2K
Nemes Rush Group LLC 0.00% No change 20 $2K
Nova Wealth Management, Inc. 0.00% Reduce -36.7% 19 $2K
Gould Capital, LLC 0.00% New 18 $2K
Caldwell Sutter Capital, Inc. 0.00% No change 18 $2K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 18 $2K
Clearstead Trust, LLC 0.00% New 12 $1K
Sound Income Strategies, LLC 0.00% Add +71.4% 12 $1K
N.E.W. Advisory Services LLC 0.00% No change 12 $1K
Sierra Ocean, LLC 0.00% Reduce -68.6% 11 $1K
Principia Wealth Advisory, LLC 0.00% Add +57.1% 11 $1K
Hughes Financial Services, LLC 0.00% Add +120.0% 11 $1K
Tsfg, LLC 0.00% No change 10 $1K
Sachetta, LLC 0.00% Reduce -50.0% 10 $915
Stephens Consulting, LLC 0.00% Reduce -95.0% 10 $913
Cornerstone Planning Group LLC 0.00% Reduce -47.1% 9 $828
WestEnd Advisors, LLC 0.00% Add +28.6% 9 $821
Horizon Financial Services, LLC 0.00% New 8 $730
Dunhill Financial, LLC 0.00% Reduce -86.0% 7 $639
Parkworth Wealth Management, Inc. 0.00% Add +100.0% 6 $547
Bay Harbor Wealth Management, LLC 0.00% Add +50.0% 6 $547
Raffa Wealth Management, LLC 0.00% Reduce -50.0% 6 $547
WealthTrak Capital Management LLC 0.00% Reduce -16.7% 5 $457
Nalls Sherbakoff Group, LLC 0.00% No change 4 $365
Strengthening Families & Communities, LLC 0.00% No change 4 $365
American Capital Advisory, LLC 0.00% Add +50.0% 3 $274
Quest 10 Wealth Builders, Inc. 0.00% No change 3 $251
SJS Investment Consulting Inc. 0.00% Reduce -86.7% 2 $183
Transce3nd, LLC 0.00% Reduce -95.2% 2 $182
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 2 $182
Transamerica Financial Advisors, LLC 0.00% No change 2 $133
Riggs Asset Managment Co. Inc. 0.00% No change 1 $92
LGT Financial Advisors LLC 0.00% New 1 $91
CKW Financial Group 0.00% No change 5 $0

"% of holder's portfolio" is ZBH's weight in each manager's 13F, not the share of Zimmer Biomet Holdings Inc. the manager owns.